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Stratos Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Stratos Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$598K Buy
5,045
+6
+0.1% +$725 0.04% 357
2025
Q4 		$573K Buy
5,039
+9
+0.2% +$1.01K 0.03% 407
2025
Q3 		$556K Sell
5,030
-172
-3% -$18.3K 0.03% 443
2025
Q2 		$518K Buy
5,202
+1,779
+52% +$168K 0.03% 444
2025
Q1 		$334K Sell
3,423
-238
-7% -$25.1K 0.02% 528
2024
Q4 		$398K Buy
3,661
+10
+0.3% +$1.11K 0.02% 528
2024
Q3 		$393K Buy
3,651
+74
+2% +$7.68K 0.02% 552
2024
Q2 		$348K Sell
3,577
-723
-17% -$71.1K 0.02% 549
2024
Q1 		$442K Buy
4,300
+129
+3% +$12.8K 0.03% 486
2023
Q4 		$430K Sell
4,171
-974
-19% -$88.8K 0.02% 487
2023
Q3 		$459K Sell
5,145
-1,826
-26% -$174K 0.03% 443
2023
Q2 		$663K Buy
6,971
+1,789
+35% +$164K 0.05% 375
2023
Q1 		$485K Sell
5,182
-2,066
-29% -$202K 0.04% 422
2022
Q4 		$662K Sell
7,248
-1
-0% -$92 0.06% 354
2022
Q3 		$598K Sell
7,249
-16,982
-70% -$1.57M 0.06% 326
2022
Q2 		$2.16M Buy
24,231
+21,471
+778% +$2.06M 0.2% 136
2022
Q1 		$283K Sell
2,760
-471
-15% -$48K 0.02% 452
2021
Q4 		$338K Buy
3,231
+246
+8% +$25.8K 0.02% 445
2021
Q3 		$301K Sell
2,985
-61
-2% -$6.16K 0.03% 427
2021
Q2 		$321K Buy
3,046
+42
+1% +$4.39K 0.03% 428
2021
Q1 		$303K Buy
3,004
+192
+7% +$18.2K 0.03% 390
2020
Q4 		$229K Buy
+2,812
New +$204K 0.03% 364
2020
Q2 		– Sell
-2,334
Closed -$117K – 307
2020
Q1 		$117K Buy
+2,334
New +$162K 0.08% 165

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Stratos Wealth Advisors's IJS Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.12% in Q1 2026, buying an estimated $725 and bringing the position to 5,045 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #357.

Stratos Wealth Advisors first reported a position in IJS in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q2 2022. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Stratos Wealth Advisors held 5,045 shares of iShares S&P Small-Cap 600 Value ETF worth $598K as of Q1 2026.
  • Stratos Wealth Advisors bought 6 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $725.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • Stratos Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 23 quarters since.
  • Stratos Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.16M in Q2 2022.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.